Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.12K+ 4.91% |
$97.9K - $106K
|
23.9K
$2.25M
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
1.1K+ 13.96% |
$96.1K - $104K
|
8.95K
$844K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.09K+ 218.2% |
$95.7K - $103K
|
1.59K
$150K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.07KNew |
$94K - $101K
|
1.07K
$101K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 11.41% |
$93.9K - $101K
|
10.5K
$986K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.04K+ 70.18% |
$91.2K - $98.3K
|
2.52K
$238K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02K+ 1.47% |
$89.3K - $96.2K
|
70.3K
$6.63M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.31% |
$88.8K - $95.7K
|
78.1K
$7.36M
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
989+ 5.79% |
$86.7K - $93.5K
|
18.1K
$1.7M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
976+ 4.28% |
$85.6K - $92.3K
|
23.8K
$2.24M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
972+ 15.87% |
$85.2K - $91.9K
|
7.1K
$669K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
931+ 2.06% |
$81.6K - $88K
|
46.2K
$4.36M
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
903+ 8.73% |
$79.2K - $85.4K
|
11.2K
$1.06M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
842+ 2.74% |
$73.8K - $79.6K
|
31.5K
$2.97M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
821New |
$72K - $77.6K
|
821
$77.4K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
752+ 0.08% |
$65.9K - $71.1K
|
983K
$92.6M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
751+ 17.27% |
$65.8K - $71K
|
5.1K
$481K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
746+ 4.16% |
$65.4K - $70.5K
|
18.7K
$1.76M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
738+ 7.56% |
$64.7K - $69.8K
|
10.5K
$989K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
722+ 9.86% |
$63.3K - $68.2K
|
8.04K
$758K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
720+ 5.68% |
$63.1K - $68.1K
|
13.4K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
704+ 13.06% |
$61.7K - $66.5K
|
6.1K
$575K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
674+ 0.63% |
$59.1K - $63.7K
|
107K
$10.1M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
652+ 26.16% |
$57.2K - $61.6K
|
3.14K
$296K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
635+ 10.46% |
$55.7K - $60K
|
6.7K
$632K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
634+ 11.89% |
$55.6K - $59.9K
|
5.97K
$562K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
634+ 2.64% |
$55.6K - $59.9K
|
24.6K
$2.32M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
621+ 0.44% |
$54.4K - $58.7K
|
143K
$13.5M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
617+ 0.84% |
$54.1K - $58.3K
|
73.8K
$6.96M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
609+ 1.2% |
$53.4K - $57.6K
|
51.2K
$4.83M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
591+ 4.37% |
$51.8K - $55.9K
|
14.1K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
562+ 0.93% |
$49.3K - $53.1K
|
61.1K
$5.76M
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
551+ 1.22% |
$48.3K - $52.1K
|
45.8K
$4.32M
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
535+ 14.28% |
$46.9K - $50.6K
|
4.28K
$404K
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
513+ 21.89% |
$45K - $48.5K
|
2.86K
$269K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500+ 1.88% |
$43.8K - $47.3K
|
27.1K
$2.55M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
496+ 184.39% |
$43.5K - $46.9K
|
765
$72.1K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
466New |
$40.9K - $44K
|
466
$43.9K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
465+ 2.37% |
$40.8K - $44K
|
20.1K
$1.9M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
459+ 6.77% |
$40.2K - $43.4K
|
7.24K
$682K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
451+ 3.64% |
$39.5K - $42.6K
|
12.8K
$1.21M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
450+ 9.33% |
$39.5K - $42.5K
|
5.27K
$497K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
444+ 0.43% |
$38.9K - $42K
|
103K
$9.73M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
435+ 2.9% |
$38.1K - $41.1K
|
15.5K
$1.46M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
432+ 2400.0% |
$37.9K - $40.8K
|
450
$42.4K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
397+ 5.28% |
$34.8K - $37.5K
|
7.91K
$746K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
394New |
$34.5K - $37.2K
|
394
$37.1K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 2.84% |
$33.8K - $36.5K
|
14K
$1.32M
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
383+ 0.03% |
$33.6K - $36.2K
|
1.11M
$104M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
381+ 762.0% |
$33.4K - $36K
|
431
$40.6K
|